Senior Wealth Planner — High-Touch, Client-Focused

Larson Financial Group, LLC; Phenix (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Annual bonus

Long-term incentive

Job summary

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Phoenix, AZ area. The role focuses on delivering high-touch, concierge-style financial planning, meeting with clients, and developing tailored plans to help them reach their goals.

The position involves collaborating with advisors and internal teams, managing client data, and advancing your career in a fast-paced environment with strong compliance and regulatory standards.

Qualifications

• Minimum 5 years of experience in financial planning.
• Series 7 and 66 licenses required.
• CFP or CPA designation.
• Bachelor’s degree or equivalent work experience.
• Familiarity with the insurance and financial services industry.
• Experience using CRM tools such as Salesforce and financial planning software (eMoney, MoneyGuidePro).

Responsibilities

• Prepare for and lead client meetings.
• Collect and organize client data to build financial plans.
• Construct insurance illustrations and financial scenarios.
• Communicate investment recommendations in collaboration with the advisory team.
• Track planning process milestones and follow up on action items.
• Deliver proactive, high-quality service to retain top clients.
• Maintain accurate data in CRM and financial planning software.
• Create thoughtful client touches to cultivate referrals.
• Manage onboarding and ongoing client service processes.
• Resolve client inquiries and provide trusted support.

Skills

Client relations

CRM experience

Communication skills

Education

Bachelor’s degree or equivalent

CFP or CPA designation

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Phoenix, AZ area. The role focuses on delivering high-touch, concierge-style financial planning, meeting with clients, and developing tailored plans to help them reach their goals.

The position involves collaborating with advisors and internal teams, managing client data, and advancing your career in a fast-paced environment with strong compliance and regulatory standards.